---
title: "05. Employee Groups and Roles"
slug: "05-employee-groups-and-roles"
updated: 2024-01-25T14:22:55Z
published: 2024-01-25T14:22:55Z
canonical: "wiki.cobblestonesoftware.com/05-employee-groups-and-roles"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 05. Employee Groups and Roles

### **05. Employee Groups & Roles**

**Employee/User Management: Employee Roles & Groups**

Contract Insight supports the ability to create, manage, and assign employees/users to Application Administrator-defined roles/groups. This allows Application Administrators to assign tasks (and workflows) to not only an individual employee/user, but also custom groups. Create a New Employee Group1. Log into the system as an Application Administrator, and navigate to **Employees** > **Employee List**.

![Navigating to Employee List](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/1(277).png)

![Navigating to Roles/Groups](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/2(208).png)

2. Click **Roles/Groups** on the side menu. 3. The **Employee Role/Group List** screen displays. Click **Add Role/Group** on the side menu.

![Click Add Role/Group](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/3(157).png)

5. Enter the **Name** for the Role/Group to create.

6. Select whether the new Role/Group should be the group notified for Contract Requests submitted on the **Vendor/Client Gateway** by selecting Yes or No for the **Default for Gateway** field.

7. Click **Save**.

![Click Save & Continue](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/4(114).png)

**Note:** The Default for Gateway field must be set to Yes for at least one Employee Group if you would like to allow Vendors/Clients to submit Contract Requests through the Gateway (see the [Managing Access to the Gateway](/v1/docs/13-managing-access-to-the-gateway) Wiki page for information about setting Configuration Settings to allow Vendors/Customers to submit Contract Requests through the Vendor/Client Gateway).

**Assign Employees to an Employee Group**

Navigate to the **Employee Group/Role List** screen. Click **View** for the group line item.

![Click View for the Role/Group](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/5(74).png)

3. The **Employee Role/Group Management Screen** displays. To add an employee, click **Add Employee**. This will open an area where employees can be added to the group. To remove an existing Group Member, click **Remove** under the *Options* area in their name line area.

4. To return to the prior screen, click **Return** **to Roles/Groups** on the side menu.

![Click Return to Roles/Groups](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/6(55).png)

**Delete an Employee Group**

1. Navigate to the **Employee Role/Group Management Screen**.

2. Click **Delete Record** on the side menu.